Creating a New Template

From FloristWiki

Creating a new template from scratch gives you the freedom to create any type of template that you want. You can select your own merge fields, type a letter from scratch, then merge the customer information extracted from your FTD Mercury database.

Before creating the template, you must extract a customer list (.csv file) so you can merge the customer list into the custom template. See Creating Direct Mail Marketing Campaigns Using Custom Templates to create your marketing campaign.

Your customer list was saved as a .csv file in the C:\Wings\Customer Lists directory on the server. This is the file that you need to import into Microsoft Word after you design your new template.

1. To begin, open Microsoft Word by clicking the Windows Start menu, pointing to All Programs, then clicking Microsoft Word. (Microsoft Word may be located in the Microsoft Office folder.)
2. In Microsoft Word, on the Tools menu, point to Letters and Mailings, and click Mail Merge Wizard.

Back to Mercury Marketing